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Pricing & Benefits

 

                 
 
 
Basic Professional Web Pro Web Pro+
Cost Per Month 5.99 49.99 79.99 129.99
Client Management
Task & event tracking x x x x
Policy tracking x x x x
Integrated case status x x x x
Detailed case notes x x x x
Automated marketing tag assignment     x x
Custom marketing tag assignment   x x x
Sales Tools
Quoters (Life, Final Expense, Med Supp., Dental, Vision, Home, Auto, CI, DI, Annuities, LTC) x x x x
Financial calculators x x x x
Auto-suggested solutions x x x x
Call & meeting scripting x x x x
Underwriting guides & suitability worksheets x x x x
XRAE health screening and integration x x x x
State & carrier specific PDF application & policy service forms x x x x
Application Fulfillment & Case Management
e-Ticket / drop ticket application fulfillment x x x x
Application workflow & approval automation x x x x
Proactive case mgmt x x x x
e-Policy delivery x x x x
Lead Management
Variable lead profiles & branding     x x
Web-to-lead capture     x x
Opportunity tracking     x x
Automated lead nurture campaign follow-ups     x x
Lead scoring, routing & assignment     x x
Automated lead workflow mgmt     x x
Automated lead-to-sale conversion campaign follow-ups     x x
Data matching & appending services (additional fee required) x x x x
Marketing
Mass e-mail   x x x
E-mail templates & tracking   x x x
Social media content library     x x
Pre-built e-mail marketing templates   x x x
Customizable e-mail marketing templates   x x x
Pre-built e-mail marketing campaigns   x x x
Customizable e-mail marketing campaigns   x x x
Personalized e-marketing website & landing pages     x x
Communications
POP / SMTP e-mail integration   x x x
Integrated calendar   x x x
Social media integration     x x
Telephone click to call     x x
Mass / predictive telephone dialer       x
Text messaging / SMS       x
Sales, Productivity & Hierarchy Management
Insights through reporting and dashboards     x x
Sales funnel management   x x x
Sales & productivity forecasting     x x
Pre-built report templates   x x x
Customizable reporting   x x x


 

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